See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,741 | $48,076+43.0% | $78,689-12.6% | $62,891+9.3% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.6%+22.7pp | 69.3%+27.0pp |
| Annual return | 8.50% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $8,936 | $2,015+343.6% | $2,851+213.5% | $2,281+291.8% |
| Participant deferral / active EE | $4,046 | $2,588+56.3% | $3,517+15.0% | $3,203+26.3% |
| Admin fee / account holder | $1,403 | $3,207-56.3% | $4,510-68.9% | $4,296-67.3% |